Flat / fixed fees in Irving, TX

3 advisers in Irving offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 3

Cottonwood Capital Advisors105 Decker Court Suite 730 · Irving, TX 75062 · (972) 573-4030 · Financial planningCRD 322366 · % of assets, Fixed fees, Performance-based fees · $347.3 million AUMSEC registeredNo commissions reported Privus Financial, LLCTower 909 Building, 909 Lake Carolyn Parkway, Suite 100 · Irving, TX 75039 · (214) 389-7875 · Financial planningCRD 291495 · Fixed fees, OtherState registeredNo commissions reported United Capital Financial Advisors125 E John Carpenter Frwy, Suite 1300 · Irving, TX 75062 · (972) 822-2055 · Financial planningCRD 134600 · % of assets, Hourly charges, Fixed fees · $24.6 billion AUMSEC registeredNo commissions reported